Avantax Planning Partners’s JPMorgan Income ETF JPIE Stock Holding History

Avantax Planning Partners’s Portfolio JPIE Stock Details JPIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.42M	Buy	30,847 +742	+2%	+$34.1K	0.04%	171
2026 Q1	$1.39M	Buy	30,105 +1,913	+7%	+$88.6K	0.04%	163
2025 Q4	$1.31M	Sell	28,192 -1,240	-4%	-$57.4K	0.04%	168
2025 Q3	$1.37M	Buy	29,432 +185	+0.6%	+$8.56K	0.04%	169
2025 Q2	$1.35M	Buy	+29,247	New	+$1.34M	0.04%	165
2025 Q1	–	Sell	-13,123	Closed	-$599K	–	450
2024 Q4	$599K	Sell	13,123 -143	-1%	-$6.56K	0.02%	229
2024 Q3	$615K	Sell	13,266 -1,331	-9%	-$61.1K	0.02%	228
2024 Q2	$664K	Buy	+14,597	New	+$660K	0.02%	245

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avantax Planning Partners's JPIE Position: Q2 2026 in Review

Avantax Planning Partners increased its JPMorgan Income ETF (JPIE) stake by 2.5% in Q2 2026, buying an estimated $34.1K and bringing the position to 30,847 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #171.

Avantax Planning Partners first reported a position in JPIE in Q2 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Avantax Planning Partners held 30,847 shares of JPMorgan Income ETF worth $1.42M as of Q2 2026.
Avantax Planning Partners bought 742 JPMorgan Income ETF shares in Q2 2026, an estimated $34.1K.
JPMorgan Income ETF made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #171 holding.
Avantax Planning Partners first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 8 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.